NOVANTA INC - NOVT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,517,909 | 596,587 | 0.01% | 0.01% | 1 | +1,004,988 | 22.27% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Reduced | 4,340,698 | 516,499 | 0.01% | 0.01% | 2 | -38,190 | -0.87% | Q4 2025 | Jan 29, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 1,458,259 | 173,518 | 2.92% | 2.27% | 3 | +47,540 | 3.37% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | Added to | 1,467,474 | 165,096 | 0.01% | 0.0% | 4 | +161,603 | 12.38% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,399,462 | 155,536 | 0.25% | 0.13% | 5 | +604,055 | 75.94% | Q4 2025 | Jan 15, 2026 |
| BAMCO INC /NY/ | History | Added to | 936,962 | 111,489 | 0.3% | 0.17% | 6 | +309,869 | 49.41% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,092,514 | 110,094 | 0.01% | 0.0% | 7 | +339,403 | 45.07% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 908,906 | 108,150 | 0.3% | 0.25% | 8 | -51,667 | -5.38% | Q4 2025 | Feb 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 904,819 | 107,680 | 0.01% | 0.01% | 9 | -534 | -0.06% | Q4 2025 | Feb 09, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 903,088 | 107,458 | 2.02% | 1.68% | 10 | -75,950 | -7.76% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | Added to | 736,954 | 87,691 | 0.76% | 0.23% | 11 | +480,413 | 187.27% | Q4 2025 | Feb 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 690,880 | 82,208 | 0.12% | — | 12 | +690,880 | New | Q4 2025 | Feb 17, 2026 |
| WASATCH ADVISORS LP | History | New | 644,782 | 76,722 | 0.46% | — | 13 | +644,782 | New | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 611,978 | 72,819 | 0.51% | 0.39% | 14 | +21,331 | 3.61% | Q4 2025 | Jan 09, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 600,146 | 72,539 | 0.05% | — | 15 | +600,146 | New | Q4 2025 | Feb 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 608,426 | 72,398 | 0.01% | 0.01% | 16 | -364,003 | -37.43% | Q4 2025 | Feb 17, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 597,921 | 71,149 | 0.01% | 0.01% | 17 | +2,985 | 0.5% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 591,243 | 70,352 | 0.04% | — | 18 | +591,243 | New | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 544,172 | 64,751 | 0.09% | 0.07% | 19 | +3,901 | 0.72% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 500,788 | 59,588 | 0.01% | 0.01% | 20 | +23,020 | 4.82% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 483,533 | 57,535 | 0.01% | 0.0% | 21 | +143,508 | 42.21% | Q4 2025 | Mar 25, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 481,064 | 57,241 | 0.58% | 0.51% | 22 | -197,185 | -29.07% | Q4 2025 | Feb 13, 2026 |
| DF DENT & CO INC | History | Added to | 467,719 | 55,653 | 0.8% | 0.38% | 23 | +174,044 | 59.26% | Q4 2025 | Feb 17, 2026 |
| Mawer Investment Management Ltd. | History | Added to | 457,160 | 54,397 | 0.3% | 0.2% | 24 | +66,012 | 16.88% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 510,513 | 52,744 | 0.0% | 0.0% | 25 | +221,745 | 76.79% | Q4 2025 | Feb 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 441,767 | 52,565 | 0.01% | 0.01% | 26 | -539 | -0.12% | Q4 2025 | Feb 13, 2026 |
| NORGES BANK | History | New | 426,244 | 50,718 | 0.01% | — | 27 | +426,244 | New | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 416,639 | 49,576 | 0.0% | 0.0% | 28 | -222,103 | -34.77% | Q4 2025 | Feb 13, 2026 |
| Sculptor Capital LP | History | New | 861,676 | 47,374 | 0.49% | — | 29 | +861,676 | New | Q4 2025 | Feb 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 721,845 | 45,992 | 0.03% | 0.02% | 30 | +446,477 | 162.14% | Q4 2025 | Feb 17, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Added to | 381,866 | 45,438 | 2.0% | 0.87% | 31 | +163,005 | 74.48% | Q4 2025 | Feb 17, 2026 |
| ACK Asset Management LLC | History | New | 375,000 | 44,621 | 5.6% | — | 33 | +375,000 | New | Q4 2025 | Feb 13, 2026 |
| Telemark Asset Management, LLC | History | Added to | 375,000 | 44,621 | 4.46% | 2.38% | 32 | +125,000 | 50.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 790,316 | 44,195 | 0.06% | — | 34 | +790,316 | New | Q4 2025 | Feb 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 357,946 | 42,591 | 0.01% | 0.0% | 35 | +254,860 | 247.23% | Q4 2025 | Feb 17, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 346,633 | 41,245 | 0.14% | 0.0% | 36 | +346,474 | 217908.18% | Q4 2025 | Feb 11, 2026 |
| Walleye Capital LLC | History | Added to | 750,000 | 40,856 | 0.13% | 0.0% | 37 | +746,153 | 19395.71% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 678,382 | 40,792 | 0.01% | 0.0% | 38 | +577,940 | 575.4% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 377,198 | 39,751 | 0.02% | 0.01% | 39 | +189,712 | 101.19% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 328,053 | 39,034 | 0.04% | 0.03% | 40 | +73,226 | 28.74% | Q4 2025 | Feb 13, 2026 |
| Aequim Alternative Investments LP | History | New | 700,000 | 38,486 | 0.76% | — | 41 | +700,000 | New | Q4 2025 | Feb 17, 2026 |
| Clearline Capital LP | History | Added to | 322,369 | 38,358 | 1.89% | 1.08% | 42 | +87,997 | 37.55% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 305,674 | 36,372 | 0.04% | — | 43 | +305,674 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 425,305 | 36,367 | 0.01% | 0.0% | 44 | +231,926 | 119.93% | Q4 2025 | Feb 17, 2026 |
| Harvey Partners, LLC | History | New | 304,000 | 36,172 | 3.21% | — | 45 | +304,000 | New | Q4 2025 | Feb 17, 2026 |
| ANGELO GORDON & CO., L.P. | History | New | 661,667 | 35,994 | 3.4% | — | 46 | +661,667 | New | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 289,961 | 34,503 | 0.04% | 0.0% | 47 | +289,544 | 69435.01% | Q4 2025 | Feb 13, 2026 |
| Portman Square Capital LLP | History | New | 508,300 | 34,031 | 1.5% | — | 48 | +508,300 | New | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 480,445 | 32,071 | 0.01% | 0.0% | 49 | +427,843 | 813.36% | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 581,067 | 31,742 | 0.37% | — | 50 | +581,067 | New | Q4 2025 | Feb 13, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | New | 581,990 | 31,703 | 0.64% | — | 51 | +581,990 | New | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 246,057 | 29,279 | 0.0% | — | 52 | +246,057 | New | Q4 2025 | Feb 17, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 242,481 | 28,852 | 0.1% | 0.07% | 53 | +26,450 | 12.24% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 226,873 | 26,995 | 0.0% | 0.0% | 54 | -8,123 | -3.46% | Q4 2025 | Feb 10, 2026 |
| Greenhouse Funds LLLP | History | New | 226,071 | 26,900 | 0.97% | — | 55 | +226,071 | New | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Added to | 207,053 | 24,637 | 0.01% | 0.0% | 56 | +14,969 | 7.79% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 199,964 | 23,793 | 0.18% | 0.15% | 57 | +21,589 | 12.1% | Q4 2025 | Jan 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 196,496 | 23,750 | 0.05% | 0.03% | 58 | +40,768 | 26.18% | Q4 2025 | Feb 09, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 194,868 | 23,187 | 0.09% | 0.07% | 59 | +16,602 | 9.31% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 415,000 | 22,816 | 0.0% | 0.0% | 60 | +298,156 | 255.17% | Q4 2025 | Feb 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 185,155 | 21,963 | 0.01% | 0.0% | 61 | +172,435 | 1355.62% | Q4 2025 | Mar 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 384,383 | 21,587 | 0.02% | 0.0% | 62 | +382,756 | 23525.26% | Q4 2025 | Feb 13, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 176,676 | 21,022 | 1.15% | 0.77% | 63 | +27,791 | 18.67% | Q4 2025 | Feb 17, 2026 |
| Handelsbanken Fonder AB | History | Added to | 175,888 | 20,929 | 0.06% | 0.03% | 64 | +84,328 | 92.1% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 370,000 | 20,342 | 0.34% | — | 65 | +370,000 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 170,692 | 20,310 | 0.01% | 0.0% | 66 | +158,887 | 1345.93% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Reduced | 159,644 | 18,997 | 0.03% | 0.03% | 67 | -62,747 | -28.21% | Q4 2025 | Feb 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 151,474 | 18,023 | 0.12% | — | 68 | +151,474 | New | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 280,187 | 17,977 | 0.02% | 0.0% | 69 | +264,790 | 1719.75% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 142,534 | 16,696 | 0.04% | 0.04% | 70 | +10,107 | 7.63% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | No change | 134,552 | 16,010 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 130,644 | 15,545 | 0.06% | 0.05% | 72 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 130,619 | 15,542 | 0.02% | 0.02% | 73 | -16,532 | -11.23% | Q4 2025 | Feb 17, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 257,553 | 14,274 | 0.11% | — | 74 | +257,553 | New | Q4 2025 | Feb 02, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | New | 118,553 | 14,106 | 0.29% | — | 75 | +118,553 | New | Q4 2025 | Feb 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 184,452 | 13,703 | 0.0% | 0.0% | 76 | +115,116 | 166.03% | Q4 2025 | Feb 13, 2026 |
| Granite Investment Partners, LLC | History | New | 113,400 | 13,493 | 0.8% | — | 77 | +113,400 | New | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 110,229 | 13,116 | 0.0% | 0.0% | 78 | +3,344 | 3.13% | Q4 2025 | Feb 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 108,348 | 12,892 | 0.17% | 0.14% | 79 | +4,765 | 4.6% | Q4 2025 | Feb 13, 2026 |
| Portolan Capital Management, LLC | History | New | 107,095 | 12,743 | 0.68% | — | 80 | +107,095 | New | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 104,097 | 12,386 | 0.01% | 0.01% | 81 | -9,754 | -8.57% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 103,805 | 12,351 | 0.18% | 0.1% | 82 | +36,633 | 54.54% | Q4 2025 | Feb 12, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | New | 101,695 | 12,100 | 0.51% | — | 83 | +101,695 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 95,575 | 11,372 | 0.0% | 0.0% | 84 | +13,884 | 17.0% | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,675 | 11,265 | 0.0% | 0.0% | 85 | +998 | 1.07% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 200,000 | 10,918 | 0.02% | 25.09% | 86 | +146,038 | 270.63% | Q4 2025 | Feb 17, 2026 |
| ExodusPoint Capital Management, LP | History | New | 89,350 | 10,631 | 0.08% | — | 87 | +89,350 | New | Q4 2025 | Feb 17, 2026 |
| BlueCrest Capital Management Ltd | History | New | 192,963 | 10,609 | 0.32% | — | 88 | +192,963 | New | Q4 2025 | Feb 17, 2026 |
| Weiss Asset Management LP | History | New | 79,745 | 9,488 | 0.13% | — | 89 | +79,745 | New | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 78,088 | 9,291 | 0.0% | 0.0% | 90 | -3,252 | -4.0% | Q4 2025 | Feb 02, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 77,594 | 9,232 | 0.01% | 0.01% | 91 | -70,519 | -47.61% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Reduced | 77,265 | 9,193 | 0.0% | 0.0% | 92 | -12,660 | -14.08% | Q4 2025 | Feb 13, 2026 |
| Summit Creek Advisors LLC | History | Added to | 73,673 | 8,766 | 1.38% | 0.73% | 93 | +23,712 | 47.46% | Q4 2025 | Feb 06, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 73,221 | 8,712 | 0.09% | 0.07% | 94 | +3,532 | 5.07% | Q4 2025 | Feb 10, 2026 |
| Swiss National Bank | History | Added to | 71,000 | 8,448 | 0.01% | 0.0% | 95 | +1,300 | 1.87% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 70,699 | 8,412 | 0.0% | 0.0% | 96 | +1,289 | 1.86% | Q4 2025 | Feb 17, 2026 |
| Southpoint Capital Advisors LP | History | No change | 70,000 | 8,329 | 0.19% | 0.18% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 141,114 | 8,123 | 0.0% | 0.0% | 98 | +134,161 | 1929.54% | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Added to | 68,089 | 8,101 | 0.0% | 0.0% | 99 | +5,600 | 8.96% | Q4 2025 | Feb 19, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 59,309 | 7,057 | 0.0% | 0.0% | 100 | +13,174 | 28.56% | Q4 2025 | Feb 18, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 59,255 | 7,050 | 0.15% | 0.12% | 101 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| THAMES CAPITAL MANAGEMENT LLC | History | No change | 53,301 | 6,342 | 0.92% | 0.76% | 102 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 52,910 | 6,295 | 0.01% | 0.01% | 103 | -18,931 | -26.35% | Q4 2025 | Feb 17, 2026 |
| Capula Management Ltd | History | New | 220,000 | 6,191 | 0.03% | — | 104 | +220,000 | New | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 110,000 | 6,047 | 0.03% | 0.01% | 105 | +92,269 | 520.38% | Q4 2025 | Feb 17, 2026 |
| Magnetar Financial LLC | History | Added to | 104,442 | 5,985 | 0.06% | 0.02% | 106 | +67,878 | 185.64% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 48,336 | 5,752 | 0.01% | 0.0% | 107 | +40,071 | 484.83% | Q4 2025 | Feb 05, 2026 |
| NICHOLAS COMPANY, INC. | History | Added to | 48,239 | 5,739 | 0.1% | 0.08% | 108 | +3,890 | 8.77% | Q4 2025 | Feb 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 48,085 | 5,721 | 0.01% | 0.0% | 109 | +14,151 | 41.7% | Q4 2025 | Feb 12, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 47,912 | 5,701 | 0.05% | — | 110 | +47,912 | New | Q4 2025 | Feb 11, 2026 |
| Context Capital Management, LLC | History | New | 100,000 | 5,498 | 0.14% | — | 111 | +100,000 | New | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 45,981 | 5,471 | 0.0% | 0.0% | 112 | -8,213 | -15.15% | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 42,574 | 5,114 | 0.01% | 0.01% | 113 | +1,033 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Retirement Systems of Alabama | History | Reduced | 42,937 | 5,109 | 0.02% | 0.01% | 114 | -557 | -1.28% | Q4 2025 | Jan 15, 2026 |
| Polar Asset Management Partners Inc. | History | New | 42,014 | 4,999 | 0.06% | — | 115 | +42,014 | New | Q4 2025 | Feb 17, 2026 |
| Holocene Advisors, LP | History | Reduced | 40,553 | 4,825 | 0.01% | 0.01% | 116 | -10,508 | -20.58% | Q4 2025 | Feb 17, 2026 |
| SMA Capital LLC | History | New | 39,000 | 4,640 | 2.22% | — | 117 | +39,000 | New | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 37,921 | 4,512 | 0.01% | 0.0% | 118 | +23,332 | 159.93% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 37,052 | 4,408 | 0.0% | 0.0% | 119 | +23,858 | 180.82% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 36,890 | 4,389 | 0.02% | 0.02% | 120 | -2,087 | -5.35% | Q4 2025 | Feb 12, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Added to | 35,000 | 4,163 | 0.54% | 0.33% | 121 | +10,000 | 40.0% | Q4 2025 | Feb 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 34,121 | 4,060 | 0.0% | 0.0% | 122 | -28 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 32,852 | 3,909 | 0.0% | 0.01% | 123 | -92,276 | -73.75% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 31,837 | 3,788 | 0.0% | 0.0% | 124 | +1,998 | 6.7% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 28,769 | 3,423 | 0.0% | — | 125 | +28,769 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 26,408 | 3,142 | 0.04% | 0.03% | 126 | +2,129 | 8.77% | Q4 2025 | Feb 02, 2026 |
| Monashee Investment Management LLC | History | New | 55,962 | 3,076 | 1.73% | — | 127 | +55,962 | New | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,592 | 2,926 | 0.0% | 0.0% | 128 | +12,983 | 111.84% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 31,788 | 2,841 | 0.0% | 0.0% | 129 | -182,080 | -85.14% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Reduced | 23,757 | 2,826 | 0.0% | 0.01% | 130 | -124,692 | -84.0% | Q4 2025 | Feb 13, 2026 |
| HBK INVESTMENTS L P | History | New | 50,000 | 2,728 | 0.02% | — | 131 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 22,717 | 2,703 | 0.0% | 0.0% | 132 | +5,685 | 33.38% | Q4 2025 | Feb 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 22,426 | 2,668 | 0.03% | 0.0% | 133 | +16,812 | 299.47% | Q4 2025 | Feb 17, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 47,565 | 2,615 | 0.01% | — | 134 | +47,565 | New | Q4 2025 | Feb 17, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 21,666 | 2,578 | 0.01% | 0.01% | 135 | +3,263 | 17.73% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 21,524 | 2,561 | 0.0% | 0.0% | 136 | +9,580 | 80.21% | Q4 2025 | Feb 17, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 45,000 | 2,451 | 0.08% | — | 137 | +45,000 | New | Q4 2025 | Feb 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 20,497 | 2,438 | 0.46% | 0.43% | 138 | -1,969 | -8.76% | Q4 2025 | Jan 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 20,433 | 2,431 | 0.0% | 0.0% | 139 | +16,165 | 378.75% | Q4 2025 | Jan 28, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 20,337 | 2,419 | 0.37% | 0.32% | 140 | -478 | -2.3% | Q4 2025 | Feb 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 20,286 | 2,414 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Amundi | History | Added to | 19,671 | 2,340 | 0.0% | 0.0% | 142 | +1,384 | 7.57% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 18,929 | 2,252 | 0.0% | 0.0% | 143 | +4,729 | 33.3% | Q4 2025 | Feb 17, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 40,404 | 2,221 | 0.0% | 0.0% | 144 | +32,260 | 396.12% | Q4 2025 | Feb 10, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 38,515 | 2,124 | 0.0% | 0.01% | 145 | -197,277 | -83.67% | Q4 2025 | Feb 19, 2026 |
| Pathstone Holdings, LLC | History | New | 17,246 | 2,052 | 0.01% | — | 146 | +17,246 | New | Q4 2025 | Feb 13, 2026 |
| Krane Funds Advisors LLC | History | Added to | 16,572 | 1,971 | 0.06% | 0.05% | 147 | +790 | 5.01% | Q4 2025 | Feb 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 16,274 | 1,936 | 0.01% | 0.0% | 148 | +4,806 | 41.91% | Q4 2025 | Feb 17, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 13,897 | 1,869 | 0.01% | 0.0% | 149 | -595 | -4.11% | Q4 2025 | Feb 18, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,075 | 1,794 | 0.01% | 0.01% | 150 | -715 | -4.53% | Q4 2025 | Feb 05, 2026 |
| CSS LLC/IL | History | New | 30,523 | 1,793 | 0.08% | — | 151 | +30,523 | New | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,065 | 1,792 | 0.0% | 0.0% | 152 | -187 | -1.23% | Q4 2025 | Feb 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,985 | 1,783 | 0.02% | 0.02% | 153 | -3,457 | -18.75% | Q4 2025 | Feb 10, 2026 |
| Verition Fund Management LLC | History | Reduced | 14,300 | 1,701 | 0.01% | 0.01% | 154 | -20,538 | -58.95% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | New | 13,553 | 1,612 | 0.0% | — | 155 | +13,553 | New | Q4 2025 | Feb 11, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,910 | 1,536 | 0.02% | 0.0% | 156 | +12,822 | 14570.45% | Q4 2025 | Feb 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,051 | 1,448 | 0.02% | 0.01% | 157 | -261 | -2.31% | Q4 2025 | Jan 21, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,935 | 1,420 | 0.0% | 0.0% | 158 | +3,358 | 39.15% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 11,464 | 1,364 | 0.0% | 0.0% | 159 | +7,056 | 160.07% | Q4 2025 | Jan 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 10,936 | 1,301 | 0.06% | 0.06% | 160 | -1,228 | -10.1% | Q4 2025 | Feb 11, 2026 |
| Alberta Investment Management Corp | History | New | 10,800 | 1,285 | 0.01% | — | 162 | +10,800 | New | Q4 2025 | Feb 19, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,803 | 1,285 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 10,767 | 1,281 | 0.0% | 0.0% | 163 | -3,236 | -23.11% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 10,627 | 1,264 | 0.01% | — | 164 | +10,627 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,577 | 1,258 | 0.0% | 0.0% | 165 | +8,511 | 411.96% | Q4 2025 | Feb 17, 2026 |
| 1492 Capital Management LLC | History | New | 10,506 | 1,250 | 0.48% | — | 166 | +10,506 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | Added to | 10,426 | 1,240 | 0.02% | 0.02% | 167 | +2,675 | 34.51% | Q4 2025 | Jan 09, 2026 |
| Arizona State Retirement System | History | Reduced | 10,030 | 1,193 | 0.01% | 0.01% | 168 | -602 | -5.66% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 10,012 | 1,191 | 0.0% | 0.0% | 169 | +33 | 0.33% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,963 | 1,185 | 0.0% | 0.0% | 170 | +7,684 | 337.17% | Q4 2025 | Feb 02, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,900 | 1,178 | 0.02% | 0.02% | 171 | -100 | -1.0% | Q4 2025 | Jan 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 9,898 | 1,177 | 0.01% | 0.01% | 172 | -96 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 9,488 | 1,128 | 0.03% | 0.03% | 173 | -273 | -2.8% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,952 | 1,065 | 0.01% | 0.0% | 174 | -281 | -3.04% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 8,630 | 1,026 | 0.01% | — | 175 | +8,630 | New | Q4 2025 | Feb 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 8,500 | 1,011 | 0.0% | 0.0% | 176 | -100 | -1.16% | Q4 2025 | Jan 29, 2026 |
| ProShare Advisors LLC | History | Added to | 8,038 | 956 | 0.0% | 0.0% | 177 | +333 | 4.32% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 8,004 | 952 | 0.01% | 0.01% | 178 | -15 | -0.19% | Q4 2025 | Feb 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,989 | 950 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,953 | 946 | 0.13% | — | 180 | +7,953 | New | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Added to | 7,888 | 938 | 0.02% | 0.01% | 181 | +1,128 | 16.69% | Q4 2025 | Feb 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 7,600 | 904 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 7,522 | 895 | 0.01% | 0.0% | 183 | +476 | 6.76% | Q4 2025 | Jan 27, 2026 |
| MARSHALL WACE, LLP | History | New | 7,378 | 877 | 0.0% | — | 184 | +7,378 | New | Q4 2025 | Feb 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 7,300 | 869 | 0.03% | 0.02% | 185 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 7,283 | 866 | 0.04% | 0.09% | 186 | -13,425 | -64.83% | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,142 | 849 | 0.01% | 0.01% | 187 | -100 | -1.38% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | New | 6,721 | 800 | 0.0% | — | 188 | +6,721 | New | Q4 2025 | Feb 13, 2026 |
| Legato Capital Management LLC | History | Added to | 6,573 | 782 | 0.07% | 0.07% | 189 | +575 | 9.59% | Q4 2025 | Feb 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,451 | 767 | 0.0% | 0.0% | 190 | -55 | -0.85% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,382 | 759 | 0.0% | 0.0% | 191 | +2,653 | 71.15% | Q4 2025 | Feb 17, 2026 |
| Callan Family Office, LLC | History | Added to | 6,380 | 759 | 0.02% | 0.01% | 192 | +2,538 | 66.06% | Q4 2025 | Feb 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,914 | 703 | 0.0% | 0.0% | 193 | +470 | 8.63% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,871 | 698 | 0.0% | 0.04% | 194 | -496,437 | -98.83% | Q4 2025 | Feb 13, 2026 |
| Trexquant Investment LP | History | New | 5,746 | 683 | 0.01% | — | 195 | +5,746 | New | Q4 2025 | Feb 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 5,676 | 675 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,992 | 653 | 0.16% | 0.12% | 197 | -265 | -5.04% | Q4 2025 | Jan 23, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 5,411 | 643 | 0.0% | 0.0% | 198 | -2,524 | -31.81% | Q4 2025 | Feb 24, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,403 | 642 | 0.01% | 0.01% | 199 | -239 | -4.24% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Added to | 5,136 | 611 | 0.0% | 0.0% | 200 | +1,189 | 30.12% | Q4 2025 | Feb 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Reduced | 5,018 | 597 | 0.19% | 0.16% | 201 | -17 | -0.34% | Q4 2025 | Feb 10, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 4,935 | 587 | 0.02% | 0.01% | 202 | -380 | -7.15% | Q4 2025 | Jan 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,738 | 563 | 0.0% | 0.0% | 203 | +1,820 | 62.37% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,616 | 549 | 0.01% | 0.01% | 204 | +1,818 | 64.97% | Q4 2025 | Feb 17, 2026 |
| XPONANCE LLC | History | Reduced | 4,619 | 549 | 0.0% | 0.0% | 205 | -713 | -13.37% | Q4 2025 | Feb 12, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 10,000 | 545 | 0.02% | — | 206 | +10,000 | New | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 4,815 | 535 | 0.0% | 0.0% | 207 | +1,825 | 61.04% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 4,470 | 531 | 0.01% | 0.0% | 208 | +1,465 | 48.75% | Q4 2025 | Feb 13, 2026 |
| Premier Fund Managers Ltd | History | Added to | 4,313 | 521 | 0.03% | 0.01% | 209 | +2,738 | 173.84% | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Added to | 4,143 | 492 | 0.01% | 0.0% | 210 | +501 | 13.76% | Q4 2025 | Feb 05, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 4,054 | 482 | 0.06% | 0.06% | 211 | -639 | -13.62% | Q4 2025 | Jan 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 3,869 | 460 | 0.0% | 0.0% | 212 | +431 | 12.54% | Q4 2025 | Feb 17, 2026 |
| Headlands Technologies LLC | History | Reduced | 3,862 | 459 | 0.04% | 0.14% | 213 | -14,131 | -78.54% | Q4 2025 | Feb 13, 2026 |
| Tidal Investments LLC | History | Reduced | 3,858 | 459 | 0.0% | 0.0% | 214 | -196 | -4.83% | Q4 2025 | Feb 13, 2026 |
| Jump Financial, LLC | History | Reduced | 3,800 | 452 | 0.01% | 0.03% | 215 | -17,142 | -81.85% | Q4 2025 | Feb 17, 2026 |
| SUMMITRY LLC | History | Added to | 3,755 | 446 | 0.02% | 0.01% | 216 | +550 | 17.16% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,598 | 428 | 0.01% | 0.0% | 217 | +3,380 | 1550.46% | Q4 2025 | Feb 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,491 | 415 | 0.01% | 0.01% | 218 | -205 | -5.55% | Q4 2025 | Feb 03, 2026 |
| TORONTO DOMINION BANK | History | Added to | 3,382 | 402 | 0.0% | 0.0% | 219 | +834 | 32.73% | Q4 2025 | Feb 17, 2026 |
| WoodTrust Financial Corp | History | New | 3,283 | 390 | 0.05% | — | 220 | +3,283 | New | Q4 2025 | Jan 30, 2026 |
| Laurion Capital Management LP | History | New | 3,225 | 383 | 0.01% | — | 221 | +3,225 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 3,149 | 375 | 0.0% | 0.0% | 222 | +2,517 | 398.26% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,120 | 371 | 0.0% | 0.0% | 223 | +337 | 12.11% | Q4 2025 | Feb 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,026 | 360 | 0.0% | 0.0% | 224 | -2,801 | -48.07% | Q4 2025 | Jan 28, 2026 |
| Brooklyn Investment Group | History | New | 2,881 | 353 | 0.02% | — | 225 | +2,881 | New | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,938 | 349 | 0.0% | 0.0% | 226 | -119 | -3.89% | Q4 2025 | Feb 18, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,900 | 345 | 0.0% | — | 227 | +2,900 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,883 | 343 | 0.0% | 0.0% | 228 | +386 | 15.46% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,877 | 342 | 0.0% | 0.0% | 229 | -337 | -10.49% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,865 | 340 | 0.0% | 0.0% | 230 | +457 | 18.98% | Q4 2025 | Feb 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Reduced | 2,600 | 335 | 0.02% | 0.03% | 231 | -1,446 | -35.74% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 2,794 | 332 | 0.0% | 0.0% | 232 | -9,997 | -78.16% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 2,732 | 325 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Skaana Management L.P. | History | New | 5,873 | 322 | 0.1% | — | 234 | +5,873 | New | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,704 | 321 | 0.0% | 0.0% | 236 | -2,719 | -50.14% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,705 | 321 | 0.0% | 0.0% | 235 | -133 | -4.69% | Q4 2025 | Feb 12, 2026 |
| XTX Topco Ltd | History | Reduced | 2,650 | 315 | 0.01% | 0.09% | 237 | -14,275 | -84.34% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,637 | 313 | 0.0% | — | 238 | +2,637 | New | Q4 2025 | Feb 18, 2026 |
| Central Pacific Bank - Trust Division | History | New | 2,624 | 312 | 0.04% | — | 239 | +2,624 | New | Q4 2025 | Jan 07, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,565 | 305 | 0.0% | — | 240 | +2,565 | New | Q4 2025 | Feb 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 2,532 | 301 | 0.01% | 0.01% | 241 | -100 | -3.8% | Q4 2025 | Feb 04, 2026 |
| Whalen Wealth Management Inc. | History | New | 2,398 | 285 | 0.15% | — | 242 | +2,398 | New | Q4 2025 | Jan 20, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 2,389 | 284 | 0.0% | — | 243 | +2,389 | New | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | New | 2,374 | 282 | 0.02% | — | 244 | +2,374 | New | Q4 2025 | Jan 29, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 2,300 | 277 | 0.0% | 0.0% | 245 | -100 | -4.17% | Q4 2025 | Feb 05, 2026 |
| Corient Private Wealth LLC | History | New | 2,308 | 274 | 0.0% | — | 247 | +2,308 | New | Q4 2025 | Mar 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 2,305 | 274 | 0.0% | — | 246 | +2,305 | New | Q4 2025 | Jan 05, 2026 |
| EntryPoint Capital, LLC | History | New | 2,197 | 261 | 0.1% | — | 248 | +2,197 | New | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,154 | 256 | 0.0% | 0.0% | 249 | -4,000 | -65.0% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 2,149 | 255 | 0.0% | — | 250 | +2,149 | New | Q4 2025 | Jan 29, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | New | 2,136 | 254 | 0.02% | — | 251 | +2,136 | New | Q4 2025 | Jan 12, 2026 |
| Chicago Capital, LLC | History | No change | 2,133 | 253 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 2,056 | 245 | 0.0% | — | 253 | +2,056 | New | Q4 2025 | Feb 05, 2026 |
| Quent Capital, LLC | History | Added to | 2,028 | 241 | 0.02% | — | 254 | +2,024 | 50600.0% | Q4 2025 | Jan 29, 2026 |
| STRS OHIO | History | No change | 2,000 | 237 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Madison Wealth Partners, Inc | History | New | 1,983 | 235 | 0.04% | — | 256 | +1,983 | New | Q4 2025 | Feb 10, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | New | 1,970 | 234 | 0.02% | — | 257 | +1,970 | New | Q4 2025 | Feb 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 1,918 | 228 | 0.0% | 0.0% | 258 | -1,546 | -44.63% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 1,771 | 220 | 0.0% | — | 259 | +1,771 | New | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,843 | 219 | 0.0% | — | 260 | +1,843 | New | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | New | 1,825 | 217 | 0.0% | — | 261 | +1,825 | New | Q4 2025 | Jan 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 1,795 | 213 | 0.0% | — | 262 | +1,795 | New | Q4 2025 | Feb 06, 2026 |
| Third View Private Wealth, LLC | History | New | 1,766 | 210 | 0.03% | — | 263 | +1,766 | New | Q4 2025 | Jan 23, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 1,745 | 208 | 0.02% | 0.03% | 264 | -2,228 | -56.08% | Q4 2025 | Feb 06, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | New | 1,743 | 207 | 0.02% | — | 265 | +1,743 | New | Q4 2025 | Jan 21, 2026 |
| Dakota Wealth Management | History | New | 1,705 | 202 | 0.0% | — | 267 | +1,705 | New | Q4 2025 | Jan 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,704 | 202 | 0.0% | — | 266 | +1,704 | New | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,577 | 187 | 0.0% | 0.0% | 268 | +873 | 124.01% | Q4 2025 | Feb 03, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,076 | 128 | 0.02% | — | 269 | +1,076 | New | Q4 2025 | Feb 17, 2026 |
| KBC Group NV | History | No change | 1,006 | 120 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Hilltop National Bank | History | No change | 1,013 | 120 | 0.03% | 0.02% | 271 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 987 | 117 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 905 | 108 | 0.0% | 0.0% | 273 | +715 | 376.32% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 891 | 106 | 0.0% | 0.0% | 274 | -211 | -19.15% | Q4 2025 | Jan 15, 2026 |
| GAMMA Investing LLC | History | Added to | 848 | 100 | 0.01% | 0.0% | 275 | +626 | 281.98% | Q4 2025 | Jan 05, 2026 |
| Spire Wealth Management | History | Reduced | 765 | 91 | 0.0% | 0.0% | 276 | -202 | -20.89% | Q4 2025 | Jan 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 690 | 82 | 0.0% | 0.0% | 277 | -186 | -21.23% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 666 | 79 | 0.0% | — | 279 | +665 | 66500.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 670 | 79 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 662 | 78 | 0.0% | 0.0% | 280 | +403 | 155.6% | Q4 2025 | Mar 16, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 660 | 78 | 0.03% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 577 | 69 | 0.0% | — | 282 | +577 | New | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 541 | 64 | 0.0% | 0.0% | 284 | +99 | 22.4% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 538 | 64 | 0.0% | 0.0% | 283 | +43 | 8.69% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 487 | 57 | 0.0% | 0.0% | 285 | +452 | 1291.43% | Q4 2025 | Jan 23, 2026 |
| ANTIPODES PARTNERS Ltd | History | New | 449 | 53 | 0.0% | — | 286 | +449 | New | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 427 | 50 | 0.0% | 0.0% | 287 | +233 | 120.1% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 399 | 47 | 0.0% | — | 289 | +399 | New | Q4 2025 | Feb 05, 2026 |
| DANSKE BANK A/S | History | No change | 400 | 47 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Elequin Capital, LP | History | New | 382 | 45 | 0.0% | — | 290 | +382 | New | Q4 2025 | Feb 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 233 | 27 | 0.0% | — | 291 | +233 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 222 | 26 | 0.0% | 0.0% | 292 | -8 | -3.48% | Q4 2025 | Feb 12, 2026 |
| Kestra Advisory Services, LLC | History | New | 203 | 24 | 0.0% | — | 293 | +203 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 200 | 23 | 0.0% | — | 294 | +200 | New | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 179 | 22 | 0.0% | — | 295 | +179 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 183 | 21 | 0.0% | 0.0% | 296 | -19 | -9.41% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 176 | 20 | 0.0% | 0.0% | 297 | +151 | 604.0% | Q4 2025 | Feb 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 173 | 20 | 0.0% | 0.0% | 298 | -146 | -45.77% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 168 | 19 | 0.0% | 0.0% | 299 | +157 | 1427.27% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 154 | 18 | 0.0% | 0.0% | 301 | +117 | 316.22% | Q4 2025 | Feb 13, 2026 |
| SWAN Capital LLC | History | Reduced | 156 | 18 | 0.01% | 0.01% | 300 | -51 | -24.64% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | New | 127 | 15 | 0.0% | — | 303 | +127 | New | Q4 2025 | Jan 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 130 | 15 | 0.0% | 0.0% | 302 | -78 | -37.5% | Q4 2025 | Jan 07, 2026 |
| Leonteq Securities AG | History | Reduced | 118 | 14 | 0.0% | 0.0% | 304 | -508 | -81.15% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 123 | 14 | 0.0% | 0.0% | 305 | +61 | 98.39% | Q4 2025 | Feb 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 110 | 13 | 0.0% | 0.0% | 306 | +80 | 266.67% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 108 | 12 | 0.0% | 0.0% | 307 | +32 | 42.11% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | No change | 88 | 11 | 0.01% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 87 | 10 | 0.0% | — | 309 | +81 | 1350.0% | Q4 2025 | Feb 17, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 70 | 8 | 0.0% | 0.0% | 310 | +57 | 438.46% | Q4 2025 | Feb 24, 2026 |
| Root Financial Partners, LLC | History | Added to | 69 | 8 | 0.0% | 0.0% | 311 | +10 | 16.95% | Q4 2025 | Feb 10, 2026 |
| Optiver Holding B.V. | History | New | 63 | 7 | 0.0% | — | 313 | +63 | New | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 63 | 7 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 57 | 6 | 0.0% | 0.0% | 314 | +24 | 72.73% | Q4 2025 | Feb 13, 2026 |
| NBT BANK N A /NY | History | No change | 47 | 5 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 35 | 4 | 0.0% | 0.0% | 317 | -28 | -44.44% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | Reduced | 36 | 4 | 0.0% | 0.0% | 318 | -26 | -41.94% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 40 | 4 | 0.0% | 0.0% | 316 | +10 | 33.33% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 34 | 4 | 0.0% | 0.0% | 319 | +2 | 6.25% | Q4 2025 | Feb 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 30 | 3 | 0.0% | 0.0% | 321 | -39 | -56.52% | Q4 2025 | Feb 06, 2026 |
| WPG Advisers, LLC | History | Added to | 27 | 3 | 0.0% | 0.0% | 322 | +6 | 28.57% | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 3 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Kilter Group LLC | History | New | 25 | 2 | 0.0% | — | 326 | +25 | New | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 25 | 2 | 0.0% | — | 327 | +25 | New | Q4 2025 | Jan 30, 2026 |
| Prestige Wealth Management Group LLC | History | New | 17 | 2 | 0.0% | — | 323 | +17 | New | Q4 2025 | Feb 11, 2026 |
| Sachetta, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 331 | -47 | -81.03% | Q4 2025 | Jan 23, 2026 |
| DV Trading LLC | History | New | 13 | 1 | 0.0% | — | 328 | +13 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | New | 13 | 1 | 0.0% | — | 329 | +13 | New | Q4 2025 | Jan 16, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 10 | 1 | 0.0% | — | 332 | +10 | New | Q4 2025 | Feb 09, 2026 |
| High Note Wealth, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 330 | -1 | -6.25% | Q4 2025 | Feb 05, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.09% | — | -728,478 | -100.0% | Q3 2025 | Nov 13, 2025 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -359,675 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.33% | — | -111,640 | -100.0% | Q3 2025 | Nov 12, 2025 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.25% | — | -99,243 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95,600 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.16% | — | -40,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.1% | — | -35,692 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -29,970 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -27,817 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -27,023 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.17% | — | -13,699 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,228 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.33% | — | -13,154 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -11,696 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,137 | -100.0% | Q3 2025 | Nov 17, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,456 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,104 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,063 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,882 | -100.0% | Q3 2025 | Nov 14, 2025 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.18% | — | -8,560 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,277 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,737 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,143 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,029 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -5,622 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,417 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ClearAlpha Technologies LP | History | Closed out | 0 | 0 | — | 1.35% | — | -4,952 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,748 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,524 | -100.0% | Q3 2025 | Nov 13, 2025 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,261 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,910 | -100.0% | Q3 2025 | Oct 15, 2025 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,602 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -2,564 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,201 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.04% | — | -2,148 | -100.0% | Q3 2025 | Nov 12, 2025 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -929 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -812 | -100.0% | Q3 2025 | Nov 19, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -401 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Pilgrim Partners Asia Pte Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -360 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WOLFF WIESE MAGANA LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Clayton Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Oct 15, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FIRST HORIZON CORP | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 29, 2026 |
| Avion Wealth | History | New | 4 | 0 | — | — | — | +4 | New | Q4 2025 | Jan 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Signature Equity Partners, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 7 | 0 | — | — | — | -2 | -22.22% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q4 2025 | Jan 15, 2026 |
| TD Waterhouse Canada Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 29, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Jan 12, 2026 |
| HFM Investment Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TFC Financial Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Transamerica Financial Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |